+4,181.3%
KR vs SMTC
+67,795.5%
-63,614.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.9% | +3.8% | +1.0% |
| 7D | -2.7% | +17.5% | -20.2% | -3.3% |
| 30D | +1.9% | +21.3% | -19.4% | +1.0% |
| 3M | -11.0% | +3.1% | -14.2% | -11.7% |
| 6M | -20.2% | +81.7% | -101.9% | -22.9% |
| YTD | -7.3% | +115.9% | -123.2% | -11.2% |
| 1Y | -13.1% | +157.8% | -170.9% | -17.7% |
| 3Y | +29.7% | +557.3% | -527.6% | +14.1% |
| 5Y | +48.8% | +114.7% | -65.9% | +36.6% |
| 10Y | +122.8% | +509.5% | -386.7% | +89.6% |
| All | +4,181.3% | +67,795.5% | -63,614.1% | +2,742.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SMTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling